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Sponsor portfolio

VHV COMPANY

EIN 03-0190150-construction-Latest filing 2025
Plans
3
Retirement
2
$31.7M assets
Welfare
1
$1.3M premiums
Participants
603
16 TIGAN ST - WINOOSKI, VT 05404802-655-8805vhv.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$18.9M - 165 part#001401k-$12.8M - 247 part#502Mixed-$1.3M - 196 lives

Retirement portfolio analytics

2 plans aggregated / $31.7M assets / 412 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • EMPLOYEE STOCK OWNERSHIP (#002)59%
  • PROFIT SHARING PLAN (#001)41%
Total $31.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)247
  • EMPLOYEE STOCK OWNERSHIP (#002)165
Total 412Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Other$109K
  • Life$91K
  • Long-term disability$91K
  • Vision$21K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • MVP HEALTH CARE90%
  • STANDARD INSURANCE COMPANY8%
  • VISION SERVICE PLAN2%
  • INVEST EAP0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • THE RICHARDS GROUP99%
  • COMBINED SERVICES LLC0%
  • NFP INSURANCE SERVICES INC0%
Total $55K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VHV COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.9M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VHV COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$12.8M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VHV COMPANY CONSOLIDATED WELFARE BENEFITS PLAN

Mixed - MVP HEALTHCARE

Premiums$1.3M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VHV COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$18.9M1652024
001VHV COMPANY 401(K) PROFIT SHARING PLAN401k$12.8M2472025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VHV COMPANY CONSOLIDATED WELFARE BENEFITS PLANMixedMVP HEALTHCARE$1.3M1962025
Retirement plans
Welfare plans
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